About your Search

20121006
20121014
Search Results 0 to 13 of about 14 (some duplicates have been removed)
that gilead lost its mind. gilead has strong management teams and they don't need a strong global economy. secular growth stories will continue to make money, and the world economy smashes into a retaining wall. you don't stop taking life- saving medicine because of a recession. bottom line, the next 2 1/2 months, gilead and alex i don't know -- alexion are going higher, and every manager wants to show they own what's hot and what's not is not in their portfolio. you can pick these stocks up, and frankly between now and year ends on any weakness. and i speak to elizabeth in florida. elizabeth. >> caller: hey, cramer, solid growth offset concerns over the euro, do you see a 20/20 buy or a glaring pass with luzotica. >> on "60 minutes" this piece came on, and they did an amazing piece. and i said everybody in the world knows everything about luzotica, what value can i have? when everyone knows everything, it's too late to own. need a dose of year-ends momentum, amazon, google, visa ulta, alexion, vista, master card, and gilead. don't move, the lightning round minutes away. >>> coming up, "m
in that clearly faltering economy. then the book of negativity was tossed to europe where we saw still more dillydallying. will spain take the bailout or not? it's the european spinoff of deal or no deal. by the time we get to our market as represented by the s&p futures i saw this morning at 4:00 a.m., we were looking down substantially, aided by some world bank survey that downgraded global growth. i have to admit that when i heard the litany, my first reaction was all right, here we go again. get ready to batten down the hatches because of the chinese slow down and the european stalemate. i tweeted just that at 4:15. on jim cramer@twitter. i said here we go again, get ready. but the more i thought about it, the more i realized, are you kidding me? this again? these two headlines? are they even headlines? when they were first in the news, they were clearly disruptive forces, terrorizing ones even. they stayed that way for many, many months. but somehow the market has graduated from them as the media and the short sellers haven't. sure enough we opened down all ugly, but then we spent the
economy in order to keep growing. they're secular growth stories and will continue to make money even if the world economy smashes into a retaining wall wrush don't stop saying life-saving medicine because of a recession. here's the bottom line. at least for the next two and a half months gilead and alexion are going higher because they've been going higher because they're already hot stocks, and every growth-oriented portfolio manager out there wants to show their clients that they own what's hot and not -- and what's not isn't in their portfolio. that means these stocks are anointed for the fourth quarter. you can pick them up between now and year end on any weakness. next speak to elizabeth in florida. >> caller: hey, cramer. i want to know lexiotica is controlling market share and off set concerns over the euro, so does this italian monopoly seeing you a 20-20 buy or a glaring pass? >> i was over at the haley's, and we were watching "60 minutes." the first thing i did was hit up luxotica. it was a really good business story, and i felt the first thing i said was everybody in the w
and that clearly faltered the economy. then that negativity was tossed to europe. will spain take the bailout or not? it's the european spinoff of deal or no deal. by the time we get to our market, i saw this morning at 4:00 a.m., we were looking down substantially. eight of us on world bank survey. i have to admit that when i heard the litany, my first reaction was, oh, here we go again. get ready to baton down the hatches because of the chinese slow down and the european stalemate. i tweeted just that at 4:15. i said here we go again, get ready. but the more i thought about it, the more i realized, are you kidding me? this again? these two headlines? are they even headlines? when they were first in the news, they were clearly disruptive forces, just terrorizing. they stayed that way for many, many months. but somehow the immediate market is graduated from them. sure enough we opened down all week. but then we spent the rest of the day trading higher. it was a clear win for the bulls. here's why, last year at this time a european debt crisis was really coming to the fore. and here in this co
to where they were it's not even meaningful to the economy. second battle, as plain as the hornet's nest or normandy beach in world war ii is the fiscal cliff. the bulls say it's not a cliff, more of a hill. a gentle and negotiated descent if it happens at all. to the bears it's one of the 2000-foot crevasses, an everest-style thing made worse by the fact the race for the presidency is so polarizing and long lasting. if you think it's difficult wait until the tea party owns the republican party in january. how about the earnings for 2013? want to see where the battlefield is most dark? consider the knife fight over fed ex press. the bears say this worldwide transport guided down not once but twice within a fortnight and posted a company in steep decline from the stem of asia to the stern of europe. the bulls have a knife shortened when they talked about next year being a good one and then a great one, taking no prisoners. hard to quibble with a winner. fedex is above where it was when it announced a shortfall but above the national negative preannouncement. you would think the bears woul
relative to where they were not meaningful to the economy. the second is plain as the hornets' nest such as an in world war ii, the fiscal cliff. bulls say wait a second. upon further review, not a cliff, more of a hill, a negotiated descent if it even happened at all. to the bears, a 2,000 foot crevasse ever vest style made worse by the fact the race for the president is polarizing and long lasting. just wait until the tea party owns the republican party in january. want to see where the battlefield is most stark? consider for a moment the knife fight over fedex express. the bears point out this most important worldwide transport guided down not once, twice within a fortnight and painted a picture of a world in steep decline from the stem of asia to the stern of europe. the bulls arrived with a bowie knife sharpened by an analyst talking about next year being a good one and the year after that great one, taking no prisoners. the result hard to argue with a winner and they announced a secondary shortfall above a secondary pre-announcement. you would think the bears are waving a big
a lot of catching up to do and this is not a secular growth story. even if economies around the world slow down, companies will still keep adopting credit cards and debit cards. they are more convenient than cash. these stocks are about the march of progress. it is not going to be halted by a bad chinese gdp number. plus we know global spending met ticks stablize in july and august after dropping off. things are looking brighter. what else? both companies have pristine balance sheets. visa is sitting on $3.2 billion cash. each have like able management teams. ceo of visa ran provide yan. and before that he was in charge of fleet bank. how about this masstermastercar? he took over in 2009. i'm hearing this guy is brilliant. he became the ceo of asian pacific. this is a brand guy who understands the emerging markets and by wait. you are welcome on this show. now the great thing about them is that they are both when striking distance, the stocks are pretty cheap. i'm not saying they are cheaper than 2015 earnings, now that we are in the 4th quarter, they are inexpensive on next year's nu
Search Results 0 to 13 of about 14 (some duplicates have been removed)